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FISCHER INVESTMENT GROUP, INC.
CRD 110966File 801-30304
APPROVED
Retail clients
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$437.9M
Below cohort median (national)
Discretionary AUM
$186.2M
Non-discretionary $251.7M
Clients
210
210 accounts
Employees
4
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 7, 1987
- Principal office
- 11 SCHOEN PLACE, 3RD FLOOR, PITTSFORD, NY, 14534
- Phone
- 585-586-2460
- Website
- HTTP://WWW.FISCHERIG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $437.9M
- Discretionary AUM
- $186.2M
- Non-discretionary AUM
- $251.7M
- Discretionary accounts
- 171
- Non-discretionary accounts
- 39
- Total accounts
- 210
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 210 | $437.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NEGOTIATED FLAT ADVISORY FEE
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 12, 2026 | Clients | 199 | 210 | increased by11 |
| Sep 12, 2026 | AUM | $421,499,032 | $437,897,844 | increased by$16,398,812 |
| Sep 12, 2026 | Accounts | 199 | 210 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 196 | 199 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $403,234,911 | $421,499,032 | increased by$18,264,121 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 196 | 199 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 189 | 196 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $383,640,598 | $403,234,911 | increased by$19,594,313 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 189 | 196 | increased by7 |
| Oct 1, 2022 | Clients | 184 | 189 | increased by5 |
| Oct 1, 2022 | AUM | $323,907,318 | $383,640,598 | increased by$59,733,280 |
| Oct 1, 2022 | Accounts | 184 | 189 | increased by5 |
| Oct 1, 2021 | Clients | 173 | 184 | increased by11 |
| Oct 1, 2021 | AUM | $281,349,660 | $323,907,318 | increased by$42,557,658 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FISCHER INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FISCHER INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.